|
| Morningstar Return Rating: | Average | | Year to Date Return: | 8.17% | | 5-Year Average Return: | -1.17% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2005): | 50.26% | |
Worst 1-Yr Total Return (2008): | -27.50% | |
Best 3-Yr Total Return (2004-6): | 20.88% | |
Worst 3-Yr Total Return (2006-8): | -18.56% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SPXJX | Category | Diff | Index* | Diff | | Year To Date | 8.17 | 4.63 | 3.54 | 27.36 | -19.19 | | 1-Month | -4.53 | -4.24 | -0.29 | -1.25 | -3.28 | | 3-Month | 2.25 | -3.34 | 5.59 | 8.10 | -5.85 | | 1-Year | 17.36 | 11.97 | 5.39 | 27.71 | -10.35 | | 3-Year | -12.76 | -15.37 | 2.61 | -5.22 | -7.54 | | 5-Year | -1.17 | -3.58 | 2.41 | 5.10 | -6.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.58 | 43.24 | -3.66 | 59.35 | -19.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.85 | -13.42 | 4.57 | -14.95 | 6.1 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPXJX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.50 | -35.14 | 7.64 | | 2007 | | | -14.25 | -9.10 | -5.15 | | 2006 | | | -13.10 | -1.75 | -11.35 | | 2005 | | | 50.26 | 32.69 | 17.57 | | 2004 | | | 35.28 | 13.96 | 21.32 | | 2003 | | | N/A | 38.14 | N/A | | 2002 | | | N/A | -14.18 | N/A | | 2001 | | | N/A | -31.38 | N/A | | 2000 | | | N/A | -35.86 | N/A | | 1999 | | | N/A | 110.08 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SPXJX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.97 | 19.12 | 10.58 | N/A | | 2008 | -3.57 | 2.71 | -18.79 | -9.86 | | 2007 | -2.36 | 1.87 | -3.02 | -11.11 | | 2006 | 2.41 | -11.59 | -4.58 | 0.59 | | 2005 | 4.22 | 4.62 | 14.87 | 19.98 | | 2004 | 24.19 | 10.16 | -7.42 | 6.81 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 40 | 27.50 | | 1-Month | 14 | 43 | 32.56 | | 3-Month | 1 | 41 | 2.44 | | 6-Month | 7 | 40 | 17.50 | | 1-Year | 17 | 36 | 47.22 | | 3-Year | 10 | 30 | 33.33 | | 5-Year | 5 | 20 | 25.00 |
|
|
|
|
|